New World Advisors LLC Wisdomtree Tr Transaction History
New World Advisors LLC
- $415 Million
- Q4 2024
A detailed history of New World Advisors LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, New World Advisors LLC holds 4,437 shares of DWM stock, worth $257,390. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,437
Previous 4,454
0.38%
Holding current value
$257,390
Previous $256,000
8.98%
% of portfolio
0.06%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding DWM
# of Institutions
126Shares Held
6.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.07MShares$61.9 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC712KShares$41.3 Million0.02% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL391KShares$22.7 Million1.98% of portfolio
-
Wealth Enhancement Advisory Services, LLC379KShares$22 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC350KShares$20.3 Million0.0% of portfolio